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UMB Financial

398 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 406398 (-8)

Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.02M
Puts
$12K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
WealthPlan Investment Management
Nebraska
$583K
KA
227
KLCM Advisors
Wisconsin
$577K
SCTC
228
Sanibel Captiva Trust Company
Florida
$576K
COI
229
Connable Office Inc
Michigan
$574K
M&T Bank
230
M&T Bank
New York
$569K
Vontobel Holding
231
Vontobel Holding
Switzerland
$568K
KeyBank National Association
232
KeyBank National Association
Ohio
$566K
ECM
233
Evergreen Capital Management
Washington
$549K
SOW
234
State of Wyoming
Wyoming
$546K
TPI
235
Trust Point Inc
Wisconsin
$535K
PAS
236
Park Avenue Securities
New York
$518K
MFG
237
Merit Financial Group
Georgia
$516K
DWA
238
Douglass Winthrop Advisors
New York
$490K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$480K
LRPA
240
L. Roy Papp & Associates
Arizona
$477K
S
241
SignatureFD
Georgia
$476K
NSEDCP
242
NJ State Employees Deferred Compensation Plan
New Jersey
$473K
MML Investors Services
243
MML Investors Services
Massachusetts
$464K
VCA
244
Verdence Capital Advisors
Maryland
$460K
PA
245
Profund Advisors
Maryland
$459K
NEWAS
246
N.E.W. Advisory Services
Wisconsin
$450K
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$447K
FNA
248
First National Advisers
Nebraska
$443K
FCT
249
First Community Trust
Iowa
$441K
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$434K